CW Manage Opportunity Integration

EARLY ADOPTER MODE

 

LCI is happy to announce that we have released our initial integration with Connectwise Manage Opportunities.  Specifically, when you are working with LCI Recommendations, you can:

 

1. Create a CW Manage Opportunity

2. Link to an existing CW Manage Opportunity

3. Unlink a previously linked CW Manage Opportunity

 

How to Enable CW Manage Opportunity Integration

If your primary integration source is ConnectWise Manage, Opportunity Integration will be automatically enabled.  You do however have to make sure the API Security Role has the correct permissions set.  This knowledge base article outlines how to ensure you have the correct permissions set.

 

If your primary integration source is IT Glue or Hudu and you have a supplemental integration set up for CW Manage, you need to ensure that Opportunities are checked in Administration Integrations Connectwise Manage Connectwise Settings tab as outlined below.

Additionally, you must ensure that the  the API Security Role has the correct permissions set.  This knowledge base article outlines how to ensure you have the correct permissions set.

 

Additional Requirements:

  • Any user with read only access to LCI Recommendations will NOT be able to access CW Manage Opportunities in LCI
  • External Users will not be able to access CW Manage Opportunities in LCI

FEATURES

Create Opportunity in CW Manage from LCI Recommendation

You will be able to create a CW Manage Opportunity from an LCI Recommendation.  You will only be able to associate 1 CWM Opp to an LCI Recommendation.

 

  • LCI to CWM Mapping

    • We will pass in LCI Recommendation Name as Summary

    • Close Date will be LCI Start Date IF start date today.  Otherwise, Close Date will be set to today's date.

    • Source will be name of LCI User

    • Description will be: LCI Description + Total Estimate + Labor Estimate + Materials Estimate + Replacement Estimate + Recurring Costs

    • We will not be adding a Forecast entry into CW Manage

  • This feature will be available on the following LCI Pages (hit the + CW Opportunity Button Create CW Opportunity)

    • Recommendation Edit

    • Recommendation List View (if CW Opps is visible in top title bar)

    • Recommendation Roadmap Board (if CW Opps is visible in top title bar)

    • Recommendation Status Board (if CW Opps is visible in top title bar)

  • This feature is NOT available in:

    • Report Builder Recommendation List

    • Report Builder Recommendation Roadmap

    • Recommendation Roadmap

 

Once you create the Opportunity in LCI, any edits will need to be made in CW Manage.  IE.  You can't directly edit a recommendation in LCI

 

Link CW Manage Opportunity to LCI Recommendation

User can link existing CWM Opp to an LCI Recommendation.  You can only link 1 CWM app to an LCI Recommendation.

  • This feature will be available on the following LCI Pages (hit the + CW Opportunity Button Link Existing CW Opportunity)

    • Recommendation Edit

    • Recommendation List View (if CW Opps is visible in top title bar)

    • Recommendation Roadmap Board (if CW Opps is visible in top title bar)

    • Recommendation Status Board (if CW Opps is visible in top title bar)

--

UNLink existing CW Manage Opportunity to LCI Recommendation

If a CWM Opp was previously linked to an LCI Recommendation, you can unlink it.

  • This feature will be available on the following LCI Pages (click on the CW Opp 99 button Unlink Opportunity 99)

    • Recommendation Edit

    • Recommendation List View (if CW Opps is visible in top title bar)

    • Recommendation Roadmap Board (if CW Opps is visible in top title bar)

    • Recommendation Status Board (if CW Opps is visible in top title bar)

--

Open linked CW Manage Opportunity 

If a CWM Opp was previously linked to an LCI Recommendation, you can open it in CWM via link.


  • This feature will be available on the following LCI Pages (click on the CW Opp 99 button Open  Opportunity 99 in CW)

    • Recommendation Edit

    • Recommendation List View (if CW Opps is visible in top title bar)

    • Recommendation Roadmap Board (if CW Opps is visible in top title bar)

    • Recommendation Status Board (if CW Opps is visible in top title bar)

 

Show/Hide CW Opps Toggle in Title Bar

In title bar of the Recommendations page there is a show/hide button for CW Opps.  We put this in so user has flexibility to work with CW Opps on pages that show all LCI Recommendations.  We felt the ability to hide this was important in case the MSP was showing LCI to the end customer.

 

CW Opp Data will NOT show on any downloaded reports

 

Current Known Issues:

  • CWM Opportunity Status does not show in Roadmap or Status Board

  • At times, the CWM Opp Status does not show on the Recommendations List page.

 

Future Considerations (not in scope for Early Adopter)

  • Add ability to Manage CW Opps in:

    • Recommendations Roadmap

    • MSP Recommendations Roadmap

  • Directly load LCI Recommendation costs as Estimate entries in CW Manage

  • Edit a CWM Opp in LCI

  • Update LCI Recommendation pages to allow filtering of CW Opp data.